Business Service Officer or Sr. Business Service Officer in Newberg, OR at Key Bank- Corporate

Date Posted: 10/2/2019

Job Snapshot

  • Employee Type:
  • Location:
    1815 Portland Road
    Newberg, OR
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:

Job Description

The role of the Business Sales Officer is to support the Business Banking sales team by responding to client transactions and assisting with client need identification/coordination, product delivery and sales planning. The Business Sales Officer consistently supports the Business Banking Sales Team with the delivery of the Business Banking value proposition.

Develops and maintains a working knowledge of product sets as well as an awareness of competitive products. Interfaces with lead generation resources and the Business Banking Relationship Manager to identify prospect opportunities. Organizes pre- call plans and joint calls with Business Banking Relationship Manager to bring in new business. Assists sales effort by serving as back up for the automatic lead assignment process and setting call appointments. Supports Business Banking Relationship Manager with maintenance of existing accounts that would involve contact with the customer directly, including follow- up. Introduces and explains products to clients, prepares customized proposal letters and client letters to affect cross- sale opportunities to assist the sales effort. Serves as secondary contact to client and primary contact in Business Banking Relationship Manager's absence to provide a high level of customer service and value. Participates or conducts closing on behalf of the Business Banking Relationship Manager as requested.

Associate Degree or equivalent work experience. Minimum 3- 5 years related work experience. Comprehensive financial services knowledge. Comprehensive knowledge of Business Banking/Middle Market products and services. Demonstrated experience with personal computer applications. Strong verbal and written communication skills. Ability to use applicable equipment and software, which may include: laptop computer and software programs (including Word, Excel, PowerPoint, Gateway, Lotus Notes, Small Business Workstation), DDA Application, Hogan, nCino and CRISP.


KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.


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